A Great CRM for Small Business
October 09, 2024

A Great CRM for Small Business

Morgan Schreiber | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Express

Overall Satisfaction with Bigin by Zoho CRM

Bigin by Zoho CRM has been instrumental in streamlining our outreach and sales pipelines to support our team. The automations have reduced workloads and stress significantly, and allowed us to prioritize other projects.

Pros

  • Pipeline automations - setting up triggers for creating emails, events, tasks, etc. is incredibly easy and reduces room for error and pain points by taking the responsibility off the team.
  • The ability to customize all of the fields is perfect and allows us to set up the CRM to work how we need it to. Very little has changed in our process, it's only become easier, which is the sign of a good CRM.
  • Zoho support is great and responds quickly. I never worry about running into issues because I know they're there to help.

Cons

  • Reporting is customizable and extensive, but you there aren't enough ways to pull complex reports to see how different data points are influencing one another.
  • Integration between Bigin by Zoho CRM and other Zoho apps is amazing, though it still feels a little separate.
  • Bigin by Zoho CRM is improving our internal processes which allows our team to work deals more efficiently.
  • It connects our teams, so the company is more unified.
There are very few things that I think need to be improved at this point. I really like the system and it's adding significant value to the team.
Hubspot is a solid CRM, but a good portion of it's capabilities aren't necessary for a small business and the cost is higher.

Do you think Bigin by Zoho CRM delivers good value for the price?

Yes

Are you happy with Bigin by Zoho CRM's feature set?

Yes

Did Bigin by Zoho CRM live up to sales and marketing promises?

Yes

Did implementation of Bigin by Zoho CRM go as expected?

Yes

Would you buy Bigin by Zoho CRM again?

Yes

Bigin by Zoho CRM is a comprehensive CRM that's perfect for smaller businesses. Most small businesses don't need anything as elaborate as Salesforce or Zoho's flagship CRM, and Bigin by Zoho CRM offers an affordable option that doesn't feel limited.

Bigin by Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
8.5
Lead management
10
Email marketing
7
9.0
Task management
10
Reporting
8
9.0
Pipeline visualization
10
Customizable reports
8
9.0
Custom fields
9
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
10.0
Mobile access
10

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